Brian Alan Palmeter
Investment adviser representative at Raymond James & Associates, Inc.
29 yearsExperience
3 statesRegistered in
$501BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
29 years in the industry.
- Raymond James & Associates, Inc.Feb 2025 to now
- Bank of America, NANov 2018 to Feb 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2018 to Feb 2025
- Lendor CorpOct 2017 to Feb 2025
- Concrete Design IncAug 2017 to Oct 2018
- Gerstner ManagementAug 1997 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 3 states (KS, MO, TX).
Raymond James & Associates, Inc.
$501BAssets managed
531,617Clients
5,571Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7049689
- Firm CRD
- 705